---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-24-203732"
form_type: "8-K"
ticker: "PFL"
cik: "0001244183"
company_name: "PIMCO INCOME STRATEGY FUND"
filed_at: "2024-08-20T23:59:59+00:00"
generated_at: "2026-05-31T08:25:08.242736+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# PIMCO Income Strategy Fund adopts 50% minimum corporate securities guideline, effective Sept 20, 2024

## Summary
- Board approved non-fundamental investment guideline on Aug 15, 2024; becomes effective Sept 20, 2024.
- Fund must invest at least 50% of total assets in corporate debt obligations and other corporate securities.
- Eligible securities include bonds, bank loans, convertible securities, preferred shares, and common stocks.
- Change disclosed in supplement to prospectus dated Feb 13, 2024; existing shareholders should retain supplement.
- Guideline is non-fundamental and can be changed without shareholder vote.

## SEC filing metadata
- accession: 0001193125-24-203732
- form_type: 8-K
- ticker: PFL
- cik: 0001244183
- company_name: PIMCO INCOME STRATEGY FUND
- filed_at: 2024-08-20T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1244183/000119312524203732/0001193125-24-203732-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1244183/000119312524203732/d885495d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-24-203732
- JSON: https://secwatch.observer/filing/0001193125-24-203732.json
- Plain text: https://secwatch.observer/filing/0001193125-24-203732.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.